ARKF vs EES
Comparison between ARK BLOCKCHAIN & FINTECH INNOVATION ETF (ARKF, ETF) and WISDOMTREE U.S. SMALLCAP FUND (EES, ETF).
5-Year PerformanceEES has outperformed ARKF, delivering a return of +8.8% compared to -4.5%
ARKF vs EES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ARKF
$724M
Winner
EES
$724M
Expense Ratio
ARKF
0.75%
Winner
EES
0.38%
Max Drawdown
ARKF
78.63%
Winner
EES
64.55%
Sharpe Ratio
ARKF
-0.73
Winner
EES
1.51
5Y Beta
ARKF
1.70
Winner
EES
0.95
P/E Ratio
Winner
ARKF
-46.15
EES
23.32
Forward P/E
ARKF
31.10
Winner
EES
11.94
5Y Dividends CAGR
ARKF
-32.24%
Winner
EES
15.53%
5Y EPS CAGR
ARKF
N/A
EES
11.58%
Debt to Equity
ARKF
N/A
EES
198.11%
P/S Ratio
ARKF
3.01
Winner
EES
1.12
P/B Ratio
ARKF
4.38
Winner
EES
1.86
ARKF vs EES - Holdings Comparison
ARKF and EES have 1 common holdings. Overlap is 0.00%
ARKF's top 25 holdings weight is 80.85%. EES's top 25 holdings weight is 14.19%.
| Rank | ARKF | EES |
|---|---|---|
| #1 | SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 8.88% | n/a (VG) - 1.29% |
| #2 | ARK BITCOIN ETF HOLDCO (ARKF) (n/a) - 5.77% | ORGANON & CO ORDINARY SHARES (OGN) - 0.84% |
| #3 | COINBASE GLOBAL INC ORDINARY SHARES CLASS A (COIN) - 5.47% | MATSON INC (MATX) - 0.75% |
| #4 | TOAST INC CLASS A (TOST) - 4.32% | VIRTU FINANCIAL INC CLASS A (VIRT) - 0.72% |
| #5 | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 4.21% | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 0.68% |
| #6 | BLOCK INC CLASS A (XYZ) - 4.00% | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.67% |
| #7 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 3.43% | BGC GROUP INC ORDINARY SHARES CLASS A (BGC) - 0.65% |
| #8 | MERCADOLIBRE INC (MELI) - 3.41% | LEVI STRAUSS & CO CLASS A (LEVI) - 0.58% |
| #9 | SOFI TECHNOLOGIES INC ORDINARY SHARES (SOFI) - 3.33% | UNITI GROUP INC (UNIT) - 0.55% |
| #10 | ROKU INC CLASS A (ROKU) - 3.32% | CRESCENT ENERGY CO CLASS A (CRGY) - 0.53% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 3.04% | HARLEY-DAVIDSON INC (HOG) - 0.53% |
| #12 | CIRCLE INTERNET GROUP INC ORDINARY SHARES CLASS A (CRCL) - 2.98% | RINGCENTRAL INC CLASS A (RNG) - 0.53% |
| #13 | AMAZON.COM INC (AMZN) - 2.93% | CABOT CORP (CBT) - 0.53% |
| #14 | META PLATFORMS INC CLASS A (META) - 2.82% | ENOVA INTERNATIONAL INC (ENVA) - 0.52% |
| #15 | ROBLOX CORP ORDINARY SHARES CLASS A (RBLX) - 2.77% | STRIDE INC (LRN) - 0.48% |
| #16 | ADYEN NV (n/a) - 2.66% | THE WESTERN UNION CO (WU) - 0.47% |
| #17 | NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 2.44% | FIRST BANCORP (FBP) - 0.47% |
| #18 | BITMINE IMMERSION TECHNOLOGIES INC (BMNR) - 2.17% | SAREPTA THERAPEUTICS INC (SRPT) - 0.45% |
| #19 | DRAFTKINGS INC ORDINARY SHARES CLASS A (DKNG) - 2.10% | ZIFF DAVIS INC (ZD) - 0.44% |
| #20 | PINTEREST INC CLASS A (PINS) - 1.96% | ANTERIX INC (ATEX) - 0.43% |
| #21 | KLARNA GROUP PLC (KLAR) - 1.85% | n/a (HG) - 0.42% |
| #22 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 1.82% | FULTON FINANCIAL CORP (FULT) - 0.42% |
| #23 | FUTU HOLDINGS LTD ADR (FUTU) - 1.74% | TEREX CORP (TEX) - 0.42% |
| #24 | BULLISH (BLSH) - 1.72% | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 0.41% |
| #25 | SEA LTD ADR (SE) - 1.71% | EURONET WORLDWIDE INC (EEFT) - 0.41% |
| Total Holdings | 51 | 883 |
ARKF vs EES - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ARKF
+6.49%
EES
+4.12%
3M
ARKF
-1.46%
Winner
EES
+9.37%
6M
ARKF
-8.84%
Winner
EES
+13.51%
1Y
ARKF
-22.91%
Winner
EES
+32.35%
5Y(CAGR)
ARKF
-4.47%
Winner
EES
+8.80%
10Y(CAGR)
ARKF
N/A
EES
+11.03%
Max(CAGR)
Winner
ARKF
+10.41%
EES
+8.94%
ARKF vs EES - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | ARKF | EES |
|---|---|---|
| 2026 | -12.81% | +20.75% |
| 2025 | +27.29% | +7.56% |
| 2024 | +40.71% | +10.65% |
| 2023 | +94.64% | +18.38% |
| 2022 | -65.20% | -17.08% |
| 2021 | -17.14% | +35.62% |
| 2020 | +103.08% | +3.35% |
| 2019 | +19.04% | +19.53% |
| 2018 | N/A | -10.99% |
| 2017 | N/A | +11.87% |
| 2016 | N/A | +32.94% |
| 2015 | N/A | -6.19% |
| 2014 | N/A | +3.60% |
| 2013 | N/A | +41.33% |
| 2012 | N/A | +13.08% |
| 2011 | N/A | -3.47% |
| 2010 | N/A | +23.75% |
| 2009 | N/A | +44.04% |
| 2008 | N/A | -30.66% |
| 2007 | N/A | -15.14% |
ARKF vs EES Drawdown Comparison
The maximum drawdown for ARKF was -78.63%, occurring on Dec 28, 2022. This drawdown has not yet recovered.
The maximum drawdown for EES was -63.64%, occurring on Mar 9, 2009. Recovery took 864 trading sessions.
The current ARKF drawdown is -33.92%. The current EES drawdown is -0.46%.
| Rank | ARKF | EES |
|---|---|---|
| #1 | -78.63% Feb 16, 2021 - Dec 28, 2022 | -63.64% Jun 4, 2007 - Nov 4, 2010 |
| #2 | -35.23% Feb 20, 2020 - May 20, 2020 | -50.52% Aug 27, 2018 - Jan 6, 2021 |
| #3 | -11.13% Sep 1, 2020 - Oct 7, 2020 | -27.15% Nov 25, 2024 - Dec 10, 2025 |
| #4 | -10.93% Jul 24, 2019 - Nov 22, 2019 | -26.14% Jul 7, 2011 - Feb 1, 2012 |
| #5 | -9.42% May 3, 2019 - Jul 1, 2019 | -25.81% Nov 12, 2021 - Jul 16, 2024 |
| #6 | -8.16% Nov 6, 2020 - Nov 25, 2020 | -24.93% Jun 23, 2015 - Nov 10, 2016 |
| #7 | -6.52% Jan 25, 2021 - Feb 2, 2021 | -14.91% Mar 26, 2012 - Sep 13, 2012 |
| #8 | -6.24% Oct 13, 2020 - Nov 4, 2020 | -12.40% Jul 3, 2014 - Feb 19, 2015 |
| #9 | -5.28% Aug 6, 2020 - Aug 20, 2020 | -11.27% Sep 14, 2012 - Jan 2, 2013 |
| #10 | -5.16% Jun 10, 2020 - Jun 16, 2020 | -10.22% Jul 31, 2024 - Sep 19, 2024 |
| #11 | -4.57% Jul 8, 2020 - Jul 29, 2020 | -10.15% Jun 8, 2021 - Nov 1, 2021 |
| #12 | -3.82% Dec 22, 2020 - Jan 8, 2021 | -9.04% Apr 29, 2011 - Jul 7, 2011 |
| #13 | -3.22% Feb 27, 2019 - Mar 13, 2019 | -8.69% Jan 22, 2018 - May 17, 2018 |
| #14 | -3.06% Jan 17, 2020 - Feb 4, 2020 | -8.15% Mar 12, 2021 - May 7, 2021 |
| #15 | -2.75% Mar 21, 2019 - Apr 1, 2019 | -8.10% Dec 31, 2013 - Mar 4, 2014 |
Correlation
Correlation between ARKF and EES is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.42
-101
Dividend Comparison (2007 - 2026)
ARKF vs EES dividend yield comparison.
| Year | ARKF | EES |
|---|---|---|
| 2026 | 0.00% | 0.54% |
| 2025 | 0.09% | 1.29% |
| 2024 | 0.00% | 1.37% |
| 2023 | 0.00% | 1.18% |
| 2022 | 0.00% | 1.12% |
| 2021 | 0.00% | 1.69% |
| 2020 | 0.37% | 1.29% |
| 2019 | 1.25% | 1.31% |
| 2018 | 0.00% | 1.81% |
| 2017 | 0.00% | 0.93% |
| 2016 | 0.00% | 1.02% |
| 2015 | 0.00% | 1.38% |
| 2014 | 0.00% | 0.99% |
| 2013 | 0.00% | 0.78% |
| 2012 | 0.00% | 2.08% |
| 2011 | 0.00% | 1.29% |
| 2010 | 0.00% | 1.08% |
| 2009 | 0.00% | 0.54% |
| 2008 | 0.00% | 2.17% |
| 2007 | 0.00% | 0.91% |
Select Stocks to Compare
Popular: ARKF vs SPYEES vs SPY
More Comparisons
Compare with similar stocks